This presentation delivers our analysis of US mutual fund and ETF fund filings in securities lending for calendar year 2019, covering annual reports, Statements of Additional Information, and forms N-CEN and N-PORT. The presentation includes include relative statistics from 2018. The presentation and accompanying webinar are recommended for US mutual fund and ETF representatives, Board members, agent lenders and corporate governance specialists.
- What US mutual funds and ETFs file with the SEC
- The Finadium database
- Revenues and expenses
- Cash collateral analysis
- Examples of investment categories including ESG
- A methodology for understanding investor value in fund securities lending activities
This presentation is 21 pages with 12 exhibits.